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Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411
13F Portfolio $216M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 26 Added 9 Reduced 1 Exited
Page 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCO MOODYS CORP Financial Services 623.0 $282K 0.13% NEW $452.92 +7.8%
122 CFG CITIZENS FINL GROUP INC Financial Services 3,972.0 $278K 0.13% NEW $70.07 -0.4%
123 VEEV VEEVA SYS INC Healthcare 1,568.0 $278K 0.13% NEW $177.47 +56.3%
124 AME AMETEK INC Industrials 1,147.0 $278K 0.13% NEW $241.94 -3.7%
125 SRE SEMPRA Utilities 2,982.0 $276K 0.13% NEW $92.71 -9.2%
126 AIT APPLIED INDL TECHNOLOGIES IN Industrials 816.0 $276K 0.13% NEW $338.15 -5.4%
127 VLO VALERO ENERGY CORP Energy 1,059.0 $276K 0.13% NEW $260.44 +40.0%
128 ORCL ORACLE CORP Technology 1,867.0 $274K 0.13% NEW $146.55 -1.8%
129 C CITIGROUP INC Financial Services 1,953.0 $273K 0.13% NEW $139.96 -4.3%
130 EXPAND ENERGY CORPORATION 2,977.0 $271K 0.13% NEW $91.19
131 NTRS NORTHERN TR CORP Financial Services 1,555.0 $270K 0.12% NEW $173.84 +5.9%
132 DOCU DOCUSIGN INC Technology 6,046.0 $269K 0.12% NEW $44.42 +44.5%
133 PG PROCTER & GAMBLE CO Consumer Defensive 1,825.0 $268K 0.12% NEW $146.64 +0.8%
134 AMAT APPLIED MATLS INC Technology 370.0 $268K 0.12% NEW $723.00 -39.4%
135 S SENTINELONE INC Technology 15,745.0 $267K 0.12% NEW $16.97 +16.3%
136 EQIX EQUINIX INC Real Estate 256.0 $267K 0.12% NEW $1042.39 -3.0%
137 SWK STANLEY BLACK & DECKER INC Industrials 2,834.0 $267K 0.12% NEW $94.12 +2.5%
138 FCX FREEPORT MCMORAN INC Basic Materials 4,233.0 $266K 0.12% NEW $62.89 +16.6%
139 CAT CATERPILLAR INC Industrials 249.0 $265K 0.12% NEW $1064.90 -26.1%
140 ITW ILLINOIS TOOL WKS INC Industrials 963.0 $260K 0.12% NEW $270.36 -0.7%
Page 7 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Industrials 14.4%
Financial Services 12.4%
Healthcare 9.4%
Consumer Cyclical 9.4%
Consumer Defensive 5.1%
Energy 4.9%
Utilities 4.9%
Communication Services 4.5%
Basic Materials 3.5%